TC Wealth Partners  
Resources

TC Wealth Partners – Resources

Financial Tools:

We provide these tools to help you plan and think more concretely about your future. Let us know what else you need as you dream about the next season of your life.

Recommended Online Resources

This site offers all IRS tax forms since 1991, including instructions and relevant publications, in PDF format.
IRS FORMS
↳ IRS.gov →

This web site assists those seeking information about Roth IRAs, Forum List, Capital Gains and Alternative Minimum Tax (AMT) through its Tax Help Center and Reference Room.
FAIRMARK
↳ Fairmark.com →

College 529 Savings Plans – Use these sites to compare College 529 Plans and understand how they can be used to finance college tuition.
Saving for College
↳ SavingForCollege.com → Bright Directions
↳ BrightDirections.com → College Savings Plan Network
↳ CollegeSavings.org →

Calculators

Great tools to help you plan:
CURRENCY
↳ Exchange Calculator → MORTGAGE
↳ Fixed Mortgage Calculator → RETIREMENT - 401K
↳ 401(k) Savings Calculator → RETIREMENT - PLAN
↳ Retirement Calculator →

 


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Resources:

Reports & Newsletters → News & Events → Glossary of Financial Terms → Media Kit → In the Press →
 
Trust services and retirement plan services are provided by the Trust Company of Illinois, a trust company chartered by the Illinois Department of Financial and Professional Regulation.